Compass Ion Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 36,301 shares of AGG stock, worth $3.6 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
36,301
Previous 35,398
2.55%
Holding current value
$3.6 Million
Previous $3.58 Million
1.87%
% of portfolio
0.46%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
2,117Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.73 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.34 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.12 Billion1.66% of portfolio